Hardy Reed

Hardy Reed as of Sept. 30, 2025

Portfolio Holdings for Hardy Reed

Hardy Reed holds 240 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.4 $249M 760k 328.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.6 $172M 280k 612.38
Ishares Tr Core Msci Total (IXUS) 9.6 $130M 1.6M 82.58
JPMorgan Chase & Co. (JPM) 9.3 $126M 401k 315.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.7 $64M 1.3M 49.46
Schwab Strategic Tr Fundamental Intl (FNDF) 3.3 $45M 1.0M 42.96
Apple (AAPL) 2.5 $34M 134k 254.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $29M 395k 73.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.0 $27M 36.00 754200.00
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.6 $21M 298k 71.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $21M 32k 666.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $21M 258k 79.93
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $18M 129k 140.95
Ishares Tr Core S&p500 Etf (IVV) 1.3 $17M 25k 669.31
Spdr Series Trust Portfolio Short (SPSB) 1.2 $17M 557k 30.29
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $16M 132k 118.83
Microsoft Corporation (MSFT) 1.1 $15M 28k 517.95
Alphabet Cap Stk Cl A (GOOGL) 1.0 $14M 56k 243.10
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $13M 28k 468.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $12M 189k 65.26
Ishares Tr Core Msci Eafe (IEFA) 0.8 $11M 126k 87.31
NVIDIA Corporation (NVDA) 0.8 $10M 56k 186.58
Amazon (AMZN) 0.6 $8.3M 38k 219.57
Vanguard Index Fds Value Etf (VTV) 0.6 $8.1M 43k 186.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $8.0M 55k 145.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $8.0M 116k 68.46
Cadence Bank (CADE) 0.6 $7.7M 206k 37.54
Alphabet Cap Stk Cl C (GOOG) 0.5 $6.6M 27k 243.55
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $6.4M 70k 91.42
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $6.4M 141k 45.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $6.0M 30k 203.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $5.3M 67k 78.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $5.0M 92k 54.18
Ge Vernova (GEV) 0.4 $5.0M 8.1k 614.90
Visa Com Cl A (V) 0.4 $4.9M 14k 341.38
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $4.6M 64k 72.44
Norfolk Southern (NSC) 0.3 $4.5M 15k 300.41
Broadcom (AVGO) 0.3 $4.4M 13k 329.91
Meta Platforms Cl A (META) 0.3 $4.3M 5.8k 734.38
Home Depot (HD) 0.3 $4.2M 10k 405.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.0M 6.7k 600.37
Trane Technologies SHS (TT) 0.3 $3.6M 8.6k 421.96
Ishares Tr Core Intl Aggr (IAGG) 0.2 $3.3M 65k 51.23
Amphenol Corp Cl A (APH) 0.2 $3.0M 25k 123.75
Mastercard Incorporated Cl A (MA) 0.2 $2.9M 5.1k 568.81
American Express Company (AXP) 0.2 $2.8M 8.5k 332.16
Exxon Mobil Corporation (XOM) 0.2 $2.7M 24k 112.75
Blackrock (BLK) 0.2 $2.7M 2.3k 1165.87
Thermo Fisher Scientific (TMO) 0.2 $2.5M 5.1k 485.02
Abbvie (ABBV) 0.2 $2.4M 10k 231.54
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.2 $2.4M 8.0k 294.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $2.4M 13k 176.81
Johnson & Johnson (JNJ) 0.2 $2.3M 12k 185.41
Vanguard World Mega Cap Index (MGC) 0.2 $2.3M 9.4k 244.09
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) 0.2 $2.3M 45k 50.12
Booking Holdings (BKNG) 0.2 $2.2M 409.00 5399.27
Honeywell International (HON) 0.2 $2.1M 10k 210.50
Palo Alto Networks (PANW) 0.2 $2.1M 11k 203.62
Uber Technologies (UBER) 0.2 $2.1M 21k 97.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.1M 35k 59.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M 26k 78.91
Caterpillar (CAT) 0.1 $2.0M 4.2k 477.15
Progressive Corporation (PGR) 0.1 $2.0M 8.1k 246.95
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.8M 28k 65.01
Philip Morris International (PM) 0.1 $1.8M 11k 162.20
Nextera Energy (NEE) 0.1 $1.7M 23k 75.49
Linde SHS (LIN) 0.1 $1.7M 3.6k 475.00
Fiserv (FI) 0.1 $1.7M 13k 128.93
Intercontinental Exchange (ICE) 0.1 $1.7M 10k 168.48
Chevron Corporation (CVX) 0.1 $1.7M 11k 155.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.7M 6.0k 279.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 2.8k 596.03
O'reilly Automotive (ORLY) 0.1 $1.6M 15k 107.81
Danaher Corporation (DHR) 0.1 $1.6M 8.2k 198.26
Synopsys (SNPS) 0.1 $1.6M 3.3k 493.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.6M 7.4k 208.71
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.5M 13k 113.88
Applied Materials (AMAT) 0.1 $1.5M 7.5k 204.74
Goldman Sachs (GS) 0.1 $1.5M 1.9k 796.35
Ge Aerospace Com New (GE) 0.1 $1.5M 5.0k 300.82
Union Pacific Corporation (UNP) 0.1 $1.5M 6.2k 236.37
Wal-Mart Stores (WMT) 0.1 $1.4M 14k 103.06
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.4M 20k 69.37
Qualcomm (QCOM) 0.1 $1.4M 8.4k 166.35
Netease Sponsored Ads (NTES) 0.1 $1.3M 8.5k 151.99
Adobe Systems Incorporated (ADBE) 0.1 $1.3M 3.7k 352.75
PNC Financial Services (PNC) 0.1 $1.3M 6.4k 200.93
Charles Schwab Corporation (SCHW) 0.1 $1.3M 13k 95.47
TJX Companies (TJX) 0.1 $1.2M 8.5k 144.54
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M 4.3k 281.86
Metropcs Communications (TMUS) 0.1 $1.2M 5.1k 239.38
Parker-Hannifin Corporation (PH) 0.1 $1.1M 1.5k 758.15
Verisk Analytics (VRSK) 0.1 $1.1M 4.4k 251.44
Ishares Tr Esg Aware Msci (ESML) 0.1 $1.1M 24k 45.08
Walt Disney Company (DIS) 0.1 $1.1M 9.2k 114.50
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.0M 4.2k 246.60
Lam Research Corp Com New (LRCX) 0.1 $961k 7.2k 133.90
Eli Lilly & Co. (LLY) 0.1 $919k 1.2k 763.00
Boeing Company (BA) 0.1 $904k 4.2k 215.83
Mueller Industries (MLI) 0.1 $900k 8.9k 101.11
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $891k 4.0k 222.17
Te Connectivity Ord Shs (TEL) 0.1 $884k 4.0k 219.53
Kinder Morgan (KMI) 0.1 $837k 30k 28.31
UnitedHealth (UNH) 0.1 $827k 2.4k 345.30
Vanguard World Financials Etf (VFH) 0.1 $810k 6.2k 131.24
MPLX Com Unit Rep Ltd (MPLX) 0.1 $763k 15k 49.95
Enterprise Products Partners (EPD) 0.1 $755k 24k 31.27
Vanguard Index Fds Large Cap Etf (VV) 0.1 $752k 2.4k 307.86
Raytheon Technologies Corp (RTX) 0.1 $751k 4.5k 167.34
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $722k 29k 25.31
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $714k 42k 17.06
Renasant (RNST) 0.1 $686k 19k 36.89
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $684k 40k 17.16
Ishares Esg Awr Msci Em (ESGE) 0.1 $680k 16k 43.42
Regions Financial Corporation (RF) 0.0 $679k 26k 26.37
Select Sector Spdr Tr Communication (XLC) 0.0 $670k 5.7k 118.37
Prudential Financial (PRU) 0.0 $645k 6.2k 103.74
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $633k 10k 61.17
Fastenal Company (FAST) 0.0 $630k 13k 49.04
Evercore Class A (EVR) 0.0 $625k 1.9k 337.32
Targa Res Corp (TRGP) 0.0 $625k 3.7k 167.54
Asml Holding N V N Y Registry Shs (ASML) 0.0 $621k 641.00 968.09
Omni (OMC) 0.0 $616k 7.6k 81.53
Marathon Petroleum Corp (MPC) 0.0 $612k 3.2k 192.74
Starbucks Corporation (SBUX) 0.0 $603k 7.1k 84.60
Abbott Laboratories (ABT) 0.0 $595k 4.4k 133.94
Vanguard World Consum Dis Etf (VCR) 0.0 $593k 1.5k 396.15
Intuit (INTU) 0.0 $592k 867.00 682.91
T. Rowe Price (TROW) 0.0 $586k 5.7k 102.64
Simpson Manufacturing (SSD) 0.0 $581k 3.5k 167.46
Ufp Industries (UFPI) 0.0 $580k 6.2k 93.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $559k 6.3k 88.96
Merck & Co (MRK) 0.0 $546k 6.5k 83.93
Pepsi (PEP) 0.0 $543k 3.9k 140.44
Nebius Group Shs Class A (NBIS) 0.0 $541k 4.8k 112.27
Cheniere Energy Com New (LNG) 0.0 $536k 2.3k 234.98
Sony Group Corp Sponsored Adr (SONY) 0.0 $535k 19k 28.79
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $529k 14k 39.29
United Therapeutics Corporation (UTHR) 0.0 $510k 1.2k 419.21
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $501k 1.7k 293.74
Vanguard World Industrial Etf (VIS) 0.0 $489k 1.7k 296.29
Wells Fargo & Company (WFC) 0.0 $477k 5.7k 83.82
McDonald's Corporation (MCD) 0.0 $474k 1.6k 303.98
Hess Midstream Cl A Shs (HESM) 0.0 $473k 14k 34.55
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $470k 5.0k 94.81
Truist Financial Corp equities (TFC) 0.0 $465k 10k 45.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $465k 18k 25.71
Cisco Systems (CSCO) 0.0 $455k 6.6k 68.42
Bank of America Corporation (BAC) 0.0 $453k 8.8k 51.59
Veeva Sys Cl A Com (VEEV) 0.0 $452k 1.5k 297.91
General Dynamics Corporation (GD) 0.0 $449k 1.3k 341.00
Descartes Sys Grp (DSGX) 0.0 $429k 4.6k 94.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $429k 3.1k 139.17
Anthem (ELV) 0.0 $427k 1.3k 323.12
Williams Companies (WMB) 0.0 $425k 6.7k 63.35
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $419k 767.00 546.75
Expeditors International of Washington (EXPD) 0.0 $419k 3.4k 122.59
Nike CL B (NKE) 0.0 $418k 6.0k 69.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $415k 2.3k 178.73
Tesla Motors (TSLA) 0.0 $412k 926.00 444.72
Ishares Tr Tips Bd Etf (TIP) 0.0 $411k 3.7k 111.22
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $406k 5.2k 78.34
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $403k 1.3k 302.35
Dell Technologies CL C (DELL) 0.0 $396k 2.8k 141.77
Novo-nordisk A S Adr (NVO) 0.0 $393k 7.1k 55.49
Shell Spon Ads (SHEL) 0.0 $390k 5.4k 71.53
Copart (CPRT) 0.0 $386k 8.6k 44.97
Dt Midstream Common Stock (DTM) 0.0 $384k 3.4k 113.06
Orix Corp Sponsored Adr (IX) 0.0 $384k 15k 26.12
Vail Resorts (MTN) 0.0 $383k 2.6k 149.57
Sap Se Spon Adr (SAP) 0.0 $383k 1.4k 267.21
Franklin Resources (BEN) 0.0 $373k 16k 23.13
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $370k 23k 15.94
Totalenergies Se Sponsored Ads (TTE) 0.0 $369k 6.2k 59.69
S&p Global (SPGI) 0.0 $365k 749.00 486.71
Siriusxm Holdings Common Stock (SIRI) 0.0 $361k 16k 23.27
Grand Canyon Education (LOPE) 0.0 $358k 1.6k 219.52
Agilent Technologies Inc C ommon (A) 0.0 $353k 2.8k 128.35
Bristol Myers Squibb (BMY) 0.0 $352k 7.8k 45.10
Fidelity National Information Services (FIS) 0.0 $349k 5.3k 65.94
Texas Instruments Incorporated (TXN) 0.0 $346k 1.9k 183.73
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $345k 5.4k 64.14
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $338k 7.3k 46.24
Canadian Pacific Kansas City (CP) 0.0 $337k 4.5k 74.49
CRH Ord (CRH) 0.0 $330k 2.7k 119.90
Natwest Group Spons Adr (NWG) 0.0 $325k 23k 14.15
Medpace Hldgs (MEDP) 0.0 $325k 632.00 514.16
Masimo Corporation (MASI) 0.0 $321k 2.2k 147.62
Welltower Inc Com reit (WELL) 0.0 $319k 1.8k 178.10
Columbia Banking System (COLB) 0.0 $308k 12k 25.74
Hdfc Bank Sponsored Ads (HDB) 0.0 $307k 9.0k 34.16
MercadoLibre (MELI) 0.0 $306k 131.00 2336.95
Suncor Energy (SU) 0.0 $302k 7.2k 41.81
Lamb Weston Hldgs (LW) 0.0 $300k 5.2k 58.08
Doximity Cl A (DOCS) 0.0 $299k 4.1k 73.15
Nutrien (NTR) 0.0 $295k 5.0k 58.71
At&t (T) 0.0 $293k 10k 28.24
Ing Groep Sponsored Adr (ING) 0.0 $291k 11k 26.08
Kinetik Holdings Com New Cl A (KNTK) 0.0 $289k 6.8k 42.74
Astrazeneca Sponsored Adr (AZN) 0.0 $284k 3.7k 76.72
FedEx Corporation (FDX) 0.0 $282k 1.2k 235.81
SEI Investments Company (SEIC) 0.0 $279k 3.3k 84.85
CarMax (KMX) 0.0 $271k 6.0k 44.87
Medtronic SHS (MDT) 0.0 $268k 2.8k 95.24
A. O. Smith Corporation (AOS) 0.0 $266k 3.6k 73.41
Oneok (OKE) 0.0 $263k 3.6k 72.97
Federated Hermes CL B (FHI) 0.0 $260k 5.0k 51.93
Casella Waste Sys Cl A (CWST) 0.0 $259k 2.7k 94.88
EOG Resources (EOG) 0.0 $254k 2.3k 112.12
Construction Partners Com Cl A (ROAD) 0.0 $254k 2.0k 127.00
Thor Industries (THO) 0.0 $250k 2.4k 103.69
Pfizer (PFE) 0.0 $249k 9.8k 25.48
Gentex Corporation (GNTX) 0.0 $248k 8.8k 28.30
Eaton Corp SHS (ETN) 0.0 $247k 661.00 374.25
Axon Enterprise (AXON) 0.0 $246k 343.00 717.64
Southern Company (SO) 0.0 $242k 2.6k 94.77
Toyota Motor Corp Ads (TM) 0.0 $242k 1.3k 191.09
Kadant (KAI) 0.0 $241k 811.00 297.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $236k 3.0k 78.37
Ccc Intelligent Solutions Holdings (CCCS) 0.0 $234k 26k 9.11
Motorola Solutions Com New (MSI) 0.0 $233k 510.00 457.29
Comcast Corp Cl A (CMCSA) 0.0 $232k 7.4k 31.42
SYSCO Corporation (SYY) 0.0 $232k 2.8k 82.34
ESCO Technologies (ESE) 0.0 $232k 1.1k 211.11
RBC Bearings Incorporated (RBC) 0.0 $230k 590.00 390.29
SPS Commerce (SPSC) 0.0 $229k 2.2k 104.14
Hp (HPQ) 0.0 $223k 8.2k 27.23
Ensign (ENSG) 0.0 $221k 1.3k 172.77
United Parcel Service CL B (UPS) 0.0 $220k 2.6k 83.53
Exponent (EXPO) 0.0 $220k 3.2k 69.48
Workiva Com Cl A (WK) 0.0 $219k 2.5k 86.08
Rb Global (RBA) 0.0 $214k 2.0k 108.36
Firstservice Corp (FSV) 0.0 $214k 1.1k 190.49
Kla Corp Com New (KLAC) 0.0 $208k 193.00 1078.60
Stevanato Group S P A Ord Shs (STVN) 0.0 $205k 8.0k 25.75
Alcon Ord Shs (ALC) 0.0 $201k 2.7k 74.51
Icon SHS (ICLR) 0.0 $200k 1.1k 175.04
Gladstone Investment Corporation (GAIN) 0.0 $151k 11k 13.82
Hillman Solutions Corp (HLMN) 0.0 $135k 15k 9.18
Wipro Spon Adr 1 Sh (WIT) 0.0 $39k 15k 2.63